The new look Paraplanners Powwow Down South will take place on Tuesday 25 April. The spin-off from the main national Powwow has run since 2014.
Organisers are aiming for 25 Paraplanners to attend and there are 8 tickets left (as of 10am 11 April).
The latest iteration is being organised by Paraplanning trio Alan Gow, Nathan Fryer and Dan Atkinson, pictured below.
Mr Gow DipPFS APP ACSI, co-owner of Argonaut Paraplanning in Reading, told Financial Planning Today: “To keep the event fresh we’ve revamped the approach, which will be in two parts.
“First up, 7IM’s Quantitative Team have put together a presentation for us on one of the current hot topics – decumulation – which will provide us with some top-notch CPD.
“Entitled ‘Avoiding the glidepath to poverty’, the presentation will include sections on investor risk factors, changes in recent years and how these can be managed, ‘opposite’ lifestyle strategies, the ‘good’ the ‘bad’ and the ‘expected’ scenarios and also investment risk focus versus goal focus.”
He said: “There will be lots of relevant and thought provoking ideas for Paraplanners to get their teeth into and there will be time for questions, as well as further discussion immediately after the presentation.
The round table discussion sessions have been redesigned to “bring the powwow back to its ‘unconference’ roots”.
Mr Gow said: “No longer focusing on only one or two topics, we’re opening the discussions up to anything Paraplanning related! Powwowers will be asked in advance of the day to put forward ‘One Question’ that they would like to ask their peers. The ‘one question’ can be asked anonymously.
“This could be anything Paraplanning related, whether technical, process, software etcetera; if there’s something Paraplanners want to find out, compare notes on, share thoughts on, the ‘One Question’ session is the place to be.
“The aim is that everyone is able to take away some great ideas, answers and tips – this session should make for some lively discussion!”
This will be followed by a networking lunch - the ‘chat and chow’ – with attendees free to head back to the office from about 12.30.
The event takes place at the offices of 7IM on 55 Bishopsgate, London. Doors open at 9am for a 9.30am start.
Log on to the Paraplanners Powwow website for tickets.